FWM

Focused Wealth Management Portfolio holdings

AUM $924M
1-Year Est. Return 19.03%
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$31K 0.01%
1,392
+392
302
$30K 0.01%
425
303
$30K 0.01%
474
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304
$30K 0.01%
200
305
$29K 0.01%
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306
$29K 0.01%
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307
$28K 0.01%
1,056
+253
308
$28K 0.01%
501
309
$28K 0.01%
662
-45
310
$28K 0.01%
695
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311
$28K 0.01%
400
312
$27K 0.01%
600
313
$27K 0.01%
687
-21
314
$27K 0.01%
974
315
$27K 0.01%
209
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316
$27K 0.01%
1,000
+300
317
$26K 0.01%
+4,000
318
$26K 0.01%
354
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319
$26K 0.01%
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$26K 0.01%
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$25K 0.01%
325
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322
$25K 0.01%
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323
$25K 0.01%
960
324
$25K 0.01%
296
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325
$25K 0.01%
600
11 12
13
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